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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,917 | $160,070-3.2% | $147,117+5.3% | $145,897+6.2% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 26.77% | 98.69%-71.9pp | 420.54%-393.8pp | 552.29%-525.5pp |
| Employer contribution / active EE | $4,090 | $5,285-22.6% | $4,932-17.1% | $4,663-12.3% |
| Participant deferral / active EE | $10,062 | $8,419+19.5% | $8,065+24.8% | $6,689+50.4% |
| Admin fee / account holder | $2,148 | $15,035-85.7% | $12,993-83.5% | $13,390-84.0% |